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Stance Capital’s Cloudflare NET Stock Holding History

Stance Capital’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
6,726
+5
+0.1% +$953 0.67% 57
2025
Q4 		$1.33M Buy
6,721
+650
+11% +$137K 0.49% 119
2025
Q3 		$1.3M Sell
6,071
-1,492
-20% -$305K 0.48% 106
2025
Q2 		$1.48M Buy
+7,563
New +$1.1M 0.56% 60

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stance Capital's NET Position: Q1 2026 in Review

Stance Capital increased its Cloudflare (NET) stake by 0.07% in Q1 2026, buying an estimated $953 and bringing the position to 6,726 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #57.

Stance Capital first reported a position in NET in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q2 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Stance Capital held 6,726 shares of Cloudflare worth $1.39M as of Q1 2026.
  • Stance Capital bought 5 Cloudflare shares in Q1 2026, an estimated $953.
  • Cloudflare made up 0.67% of Stance Capital's portfolio in Q1 2026, its #57 holding.
  • Stance Capital first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • Stance Capital's Cloudflare position peaked at $1.48M in Q2 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.